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Advisor

James (Joyner) Edmundson, Jr.

Salem Investment Counselors, Inc. · Winston-Salem, North Carolina

James (Joyner) Edmundson, Jr. is a fee-only financial advisor at Salem Investment Counselors, Inc. in Winston-Salem, North Carolina, who holds the CFA, CFP and CPA credentials. Salem Investment Counselors, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFACFPCPAMAccMBA

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Facts

FirmSalem Investment Counselors, Inc.
Based in Winston-Salem, North Carolina
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$4.19B across 3,120 accounts
CredentialsCFA · CFP · CPA · MAcc · MBA
Firm size18 employees

How James (Joyner)'s firm compares

  • Salem Investment Counselors, Inc.'s average account is about $1.3 million, from its Form ADV (assets managed divided by 3,120 accounts).

What fee-only advisors charge in North Carolina

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Questions about James (Joyner)

Is James (Joyner) Edmundson, Jr. a fee-only financial advisor?

Yes. James (Joyner) Edmundson, Jr. is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does James (Joyner) charge for financial advice?

James (Joyner)'s firm, Salem Investment Counselors, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is James (Joyner) Edmundson, Jr. based?

James (Joyner) Edmundson, Jr. is based in Winston-Salem, North Carolina.

What credentials does James (Joyner) Edmundson, Jr. hold?

James (Joyner) Edmundson, Jr. holds the CFA, CFP, CPA, MAcc and MBA credentials.

How much does Salem Investment Counselors, Inc. manage?

Salem Investment Counselors, Inc. reports $4.19B across 3,120 accounts in assets under management.

How do I contact James (Joyner) Edmundson, Jr.?

Contact details aren't on file yet. Search for Salem Investment Counselors, Inc..

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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